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UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending with intense debate following its earnings report and the recent policy proposal concerning Medicare Advantage rates for 2027. While some investors are calling it a "falling knife" and anticipate further declines due to perceived policy risks, others view it as a "great buying opportunity," arguing the market's reaction is an overcorrection for a fundamentally strong company. This ongoing discussion underscores broader uncertainty surrounding government influence on the managed care sector's future profitability.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune (ALT) is trending due to significant investor optimism following its recent FDA Breakthrough Therapy Designation for pemvidutide in MASH. The community is actively discussing the drug's "best-in-class" potential and the belief that the company is substantially undervalued. Many view the new CEO as a dealmaker, anticipating a major strategic move that could trigger a significant re-rating of its market capitalization.

Richtech Robotics, Inc. engages in the development of robotics and artificial intelligence. The firm designs, manufactures, and sells robots to restaurants, hotels, senior living centers, casinos, factories, and movie theaters. Its robots perform a variety of services including restaurant running and bussing, hotel room service delivery, floor scrubbing and vacuuming, and beverage and food preparation. The company was founded by Zhen Wu Huang and Zhen Qiang Huang on July 19, 2016 and is headquartered in Las Vegas, NV.

Richtech Robotics Inc. - Ordinary Shares - Class B

Richtech Robotics Inc.

Richtech Robotics ($RR) is experiencing a surge in trading interest following its announced collaboration with Microsoft to integrate advanced agentic AI capabilities into its robotic systems. The community is actively discussing the potential for a short squeeze and significant upside, viewing the Microsoft partnership as a major catalyst. This development is positioning RR as a key player in the rapidly evolving AI and robotics sector, despite some ongoing debates about its immediate revenue impact and long-term valuation.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is a hot topic as the community reacts to developments surrounding the TikTok deal and a recent analyst downgrade that has sparked a divide. Many bulls emphasize the strategic value of TikTok's cloud infrastructure and AI data for Oracle's long-term growth, seeing current price levels as a significant accumulation opportunity. Conversely, bears are focused on the substantial capital expenditures and debt associated with Oracle's AI ambitions, expressing skepticism about its valuation and ability to compete effectively.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is trending following a substantial U.S. government investment, including a significant loan and equity stake, aimed at bolstering the domestic rare earth supply chain. The community is buzzing with bullish sentiment, anticipating a major upside akin to other government-backed entities, despite immediate frustrations over perceived price manipulation and shorting efforts. Many view current price action as an opportunity to accumulate, driven by national security implications and critical mineral demand.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee (LKNCY) is trending amid its continued aggressive store expansion, notably in competitive markets like New York City, and ongoing discussions about its fundamental undervaluation compared to peers. The community remains sharply divided, with many investors highlighting its strong growth trajectory and potential uplisting, while others express frustration over stagnant price action, perceived manipulation as an OTC stock, and a lack of transparency regarding future listing plans.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending following a robust earnings report that included management's affirmation of a long-term $10 billion free cash flow target, sparking investor optimism. The community is actively discussing the company's significant progress in commercial deliveries and new orders, reinforcing a strong recovery narrative. This momentum, coupled with positive technical indicators, is fueling bullish sentiment and expectations for overcoming key resistance levels.

ProShares Trust - ProShares UltraShort Bloomberg Natural Gas -2x Shares

ProShares UltraShort Bloomberg Natural Gas

KOLD is currently trending as a highly volatile inverse natural gas ETF, with community discussion centered on its potential for a rebound following a significant natural gas price surge. Many investors are actively accumulating KOLD shares, anticipating that the recent spike in natural gas, driven by temporary extreme cold weather, is overextended and will soon reverse. The sentiment points to natural gas prices being 'over pumped' and likely to normalize as warmer forecasts emerge and supply concerns subside.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf (WULF) is trending as investors eagerly anticipate significant hyper-scale data center contracts and strategic partnerships, building on its pivot into AI infrastructure and green energy. While many are bullish on its long-term growth potential and green energy focus, the community is actively discussing perceived stock manipulation and the need for new announcements from management to match the performance of its peers.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is actively discussed after recent workforce reductions aimed at accelerating AI initiatives, which sparked a significant stock decline and mixed investor reactions. While many in the community believe the company is undervalued with strong financials, there's considerable buzz about potential acquisition interest from major AI firms. The ongoing conversation reflects both frustration over perceived market manipulation and anticipation for future catalysts to validate its long-term potential.

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These are the hottest themes you need to have in your long term port .

$ASTS, $RKLB, $LUNR, $TSLA $PATH

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Emma Williams

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$ASTS $LUNR $PATH $RKLB $TSLA $SPACEX 

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